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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
526
DFPG Investments
Utah
$1.61M +$825K +5,243 +129%
JFG
527
Jefferies Financial Group
New York
$1.59M +$235K +1,491 +18%
EAM
528
Evanson Asset Management
California
$1.58M +$100K +638 +7%
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$1.57M -$35.3K -224 -2%
TP
530
Tranquility Partners
Tennessee
$1.56M +$43.1K +274 +3%
PVI
531
Pine Valley Investments
New Jersey
$1.56M +$4.57K +29 +0.3%
PBF
532
Petix & Botte Financial
California
$1.56M +$732K +4,647 +98%
RA
533
RFG Advisory
Alabama
$1.53M +$545K +3,462 +60%
RIA
534
Regal Investment Advisors
Michigan
$1.52M +$18.4K +117 +1%
Jane Street
535
Jane Street
New York
$1.51M +$462K +2,937 +47%
PA
536
Probity Advisors
Texas
$1.51M +$1.43M +9,106 New
IAA
537
Independent Advisor Alliance
North Carolina
$1.5M – – –
GBT
538
Grove Bank & Trust
Florida
$1.5M +$375K +2,379 +36%
CIC
539
Carnegie Investment Counsel
Ohio
$1.47M -$35.9K -228 -2%
PD
540
Planning Directions
Pennsylvania
$1.47M -$21.7K -138 -2%
MFS
541
McNamara Financial Services
Massachusetts
$1.46M +$13.7K +87 +1%
KWM
542
Kingsview Wealth Management
Oregon
$1.43M +$71.3K +453 +6%
ABC
543
Associated Banc-Corp
Wisconsin
$1.43M +$78.1K +496 +6%
CWAG
544
Compton Wealth Advisory Group
Virginia
$1.43M -$12.6K -80 -0.9%
FANJ
545
Financial Architects (New Jersey)
New Jersey
$1.43M – – –
PWM
546
PBMares Wealth Management
Virginia
$1.42M -$18.9K -120 -1%
SCP
547
Stevens Capital Partners
Nebraska
$1.42M -$156K -989 -10%
BEAM
548
Baker Ellis Asset Management
Washington
$1.42M -$118K -750 -8%
MA
549
MONECO Advisors
Connecticut
$1.41M +$41.1K +261 +3%
GPA
550
Guidance Point Advisors
Massachusetts
$1.41M +$7.24K +46 +0.5%